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Why EVA for Investing?

evaDimensions clients include very large asset managers, mutual fund complexes, multi-strategy and equity-only long/short hedge funds, sovereign wealth funds, public pension funds, and small-mid size asset managers. Our clients use us in a variety of ways, which are unique to each firm’s structure and investment process needs. Here are some examples of how we’re used:

Clear bridge from quant/structure to fundamentals

Front End Focus: Reliably isolate + and – alpha stocks and sectors to narrow the research scope

Common language, leading to less bias, better decision-making

Efficiently guide where to spend time (screening with no black box)

Quality: Best way to rate and assess the quality of corporate performance and management, and know what its worth

Growth: Best way to rate and assess the value of growth, with Amazon a prime example, and know what its worth

Inflection Points: Best way to spot emerging trends of real moment, both economic and operational

Measure true valuation for value and growth investors

Differentiate investable value from value traps

Separate investable growth from expensive growth

Plausibility check, or an insurance policy for your holdings

DOR/CIO management tool to cut through bias/noise; questions to ask

Portfolio Control: Understand, rate, and manage exposure to a telling set of unique risk factors

Actual link to fundamentals

Performance Insights: deconstruct a company’s performance relative to its peers in a format that is better structured, and more accurate, informative, and actionable than any other

Fundamental Value: The best way (easiest, fastest, automated, with a greater set of ratio reference points and plausibility checks) to convert analyst insights and projection assumptions into value and alpha potential